Latest Insights
Insights | 30.12.2024
The ESG Outlook for Europe in 2025
Aidan Graver, Co-Manager for the Paris Aligned Fund, highlights seven key questions shaping Europe’s 2025 sustainability and investment outlook, from Germany’s energy challenges and Ukraine’s reconstruction to ESG fund inflows and the impact of new corporate sustainability disclosures.
Insights | 19.12.2024
Monthly Mac-ro
The data from the last month reveals diverging monetary and economic outlooks globally for the year ahead. Pearse MacManus, Director of Asset Management, discusses the sticky 3% inflation in the US, Europe’s economic struggles amid tight policy, and China’s aggressive easing, highlighting the challenges each region faces in navigating growth, deficits, and trade uncertainties.
Insights | 05.12.2024
A Look Back on Biden’s Climate Impact
In his examination of COP29, Aidan Graver highlights the landmark agreements on climate finance and carbon markets, while emphasizing the critical challenges that remain in bridging the gap between commitments and actionable progress.
Insights | 02.12.2024
Monthly Mac-ro
Economic uncertainty looms following the U.S. election, writes Pearse MacManus, with potential tariffs threatening inflation and growth. Europe faces mixed Q3 results and rising political and trade challenges, while China’s domestic recovery efforts are clouded by U.S.-China tensions. Global markets remain on edge as these developments unfold.
Insights | 26.11.2024
COP29: A Step Forward in Climate Finance and Carbon Markets, but Challenges Remain
In his examination of COP29, Aidan Graver highlights the landmark agreements on climate finance and carbon markets, while emphasizing the critical challenges that remain in bridging the gap between commitments and actionable progress.
Insights | 26.11.2024
Election 2024: How Housing and Economic Strength Are Shaping Ireland’s Future
As Ireland gears up for the 2024 election, housing and economic strength are pivotal issues shaping the country’s future. Explore how Fine Gael, Fianna Fáil, Sinn Féin, and other parties are addressing these challenges in the upcoming general election.
Insights | 26.11.2024
Real Estate Market Insights
Corporate Finance Director, David Lawlor, provides an overview of the global real estate trends, followed by an in-depth look at the Irish real estate market by sector.
Insights | 26.11.2024
Post-Election Reset: How Trump’s Policies Could Shape Markets and Sectors
Following Trump’s clean sweep win, Senior Portfolio Manager Suzanne Berkery examines how investors are increasingly factoring what Republican control of government could mean for stocks, bonds and currencies.
Insights | 29.10.2024
Finance Bill 2024: How Does It Impact Your Retirement Planning?
Pensions Advisor, Marta Pelc, examines the pensions updates made in Budget 2025, as well as the developments made in the Finance Bill 2024.
Insights | 29.10.2024
Global Markets Rally as Central Banks Unleash Stimulus: Fed and PBOC Drive Tailwinds into Q4
CIO, CFAM, Philip Byrne shares his insights in his quarterly update, including the latest on central banks, the Fed and the PBOC.